See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,115 | $100,754-3.6% | $86,677+12.0% | $134,475-27.8% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -16.44% | 29.04%-45.5pp | 35.91%-52.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,213 | $3,489-36.6% | $2,836-22.0% | $4,740-53.3% |
| Participant deferral / active EE | $3,960 | $5,338-25.8% | $4,656-14.9% | $6,400-38.1% |
| Admin fee / account holder | $3,314 | $10,926-69.7% | $7,493-55.8% | $11,426-71.0% |